Seth Klarman Stock Picks, Tracked & Graded
11 picks over 3.0 years. +38.3% vs the S&P's +14.2%.
The Verdict
Seth Klarman has returned +38.3% vs S&P +14.2% over matched windows (71% win rate across 11 picks).
The Report Card
Every pick at a glance. Green = beat S&P. Red = didn't.
Seth Klarman's Stock Recommendations, Graded
Seth Klarman's Best and Worst Stock Picks
Best: HLF (+100.7%) · Worst: DG (-23.7%).
Seth Klarman's Full Track Record
| Action | Ticker | Date | Headline | Return | vs S&P |
|---|---|---|---|---|---|
| BUY | DG | DG: Dollar General — BUY Feb 2026takes new stake in Dollar General | -23.7% | -28.6% | |
| BUY | AMZN | AMZN: Amazon — BUY Feb 2026Baupost adds Amazon | +31.4% | +26.5% | |
| SELL | AMZN | AMZN: Amazon — SELL Nov 2025Exits Amazon | ✓ Correct | +17.8% | |
| BUY | GOOGL | GOOGL: Alphabet — BUY Aug 2025ups stake in Alphabet | +72.6% | +61.7% | |
| BUY | LBTYA | LBTYA: Liberty Global Ltd. — BUY Jan 2025Is Liberty Global Ltd. (LBTYA) the Best Stock to Buy According to Seth Klarman? | -0.8% | -19.4% | |
| BUY | HLF | HLF: Herbalife — BUY Nov 2024Seth Klarman's Strategic Increase in Herbalife Ltd Holdings | +100.7% | +81.0% | |
| BUY | SOUN | SOUN: SoundHound — BUY May 2024Buys Stake in SoundHound | +53.4% | +18.4% | |
| SELL | AMZN | AMZN: Amazon — SELL Aug 2023Billionaire Seth Klarman bets on Amazon | ✗ Incorrect | -5.1% | |
| BUY | AMZN | AMZN: Amazon — BUY Feb 2023Seth Klarman pounced on Amazon | +34.4% | +28.7% |
FAQ
Is Seth Klarman good at picking stocks?
Seth Klarman has 11 scored picks with 71% win rate and +24.0% vs S&P.
What stocks does Seth Klarman recommend?
AMZN, SOUN, HLF, LBTYA, GOOGL, DG.
What date range does this track record cover?
Feb 14, 2023 to Feb 13, 2026.
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